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Brogan Financial’s JPMorgan Chase JPM Stock Holding History

Brogan Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$442K Sell
1,350
-104
-7% -$32.3K 0.18% 33
2026
Q1 		$428K Sell
1,454
-14
-1% -$4.25K 0.19% 32
2025
Q4 		$473K Sell
1,468
-345
-19% -$107K 0.21% 30
2025
Q3 		$572K Buy
1,813
+20
+1% +$5.95K 0.24% 24
2025
Q2 		$520K Buy
1,793
+57
+3% +$14.5K 0.23% 26
2025
Q1 		$426K Buy
1,736
+397
+30% +$101K 0.21% 35
2024
Q4 		$321K Buy
1,339
+63
+5% +$14.7K 0.16% 40
2024
Q3 		$269K Buy
1,276
+95
+8% +$20K 0.15% 44
2024
Q2 		$239K Buy
1,181
+52
+5% +$10.2K 0.15% 41
2024
Q1 		$226K Buy
+1,129
New +$204K 0.15% 40

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brogan Financial's JPM Position: Q2 2026 in Review

Brogan Financial reduced its JPMorgan Chase (JPM) stake by 7.2% in Q2 2026, selling an estimated $32.3K and leaving 1,350 shares worth $442K. The position accounts for 0.18% of the portfolio, ranked #33.

Brogan Financial first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $572K in Q3 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Brogan Financial held 1,350 shares of JPMorgan Chase worth $442K as of Q2 2026.
  • Brogan Financial sold 104 JPMorgan Chase shares in Q2 2026, an estimated $32.3K.
  • JPMorgan Chase made up 0.18% of Brogan Financial's portfolio in Q2 2026, its #33 holding.
  • Brogan Financial first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • Brogan Financial's JPMorgan Chase position peaked at $572K in Q3 2025.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.